Help Center & Knowledge Base

ConvoClerk uses Meta's official Cloud API via Embedded Signup. Your phone number, business name, and WhatsApp Business account remain 100% owned by your company, ensuring full security without risk of unofficial automation bans.

Yes. You can connect an existing phone number (by migrating it through the official Meta onboarding) or register a new dedicated number for your team.

Besides WhatsApp Business, you can unify Instagram Direct, Telegram, Website Live Chat, Email, and marketplace inquiries from Mercado Libre and OLX in one inbox. Custom channels can also be connected via our Public API.

Every sent message displays official status signals returned by Meta and providers: Sent, Delivered to device, Read by customer, or instant failure diagnostics.

Not by default. AI Drafts analyze conversation history and generate a contextual suggestion in the composer for a team member to review, edit, and approve before sending. Autonomous chatbots (Typebot) are optional and only run when explicitly configured.

The AI reads recent conversation history, contact tags and internal notes, current pipeline stage & deal value, and your saved quick responses and pricing tables.

Yes! You can link a Typebot flow per channel for initial intake or set up automated triggers that perform actions (e.g. tag contacts, schedule follow-ups, or advance pipeline stages).

The Standard plan is R$ 50 ($10 USD) per channel / month. It includes unlimited messages and contacts, team access with no per-seat fees, full CRM Kanban pipeline, task queue, AI drafts, and analytics.

No. We charge zero markup on your messages. Official WhatsApp conversation fees are billed directly by Meta to your payment method in Meta Business Manager.

Chat history and attachments are retained for 30 days by default with no extra cost. If your business chooses longer retention, storage is billed transparently based on actual megabytes stored.

No! The 14-day free trial does not require a credit card. You can connect channels, invite your team, and test all features instantly.

The default is 30 days. Administrators can configure custom retention days. For data safety, any reduction in retention duration includes a 7-day grace period before taking effect.

No. Your data, contacts, and conversations are strictly isolated per company and are never shared or used to train general public AI models.

You can request data deletion at any time via our Data Deletion page or within the admin dashboard. Disconnecting a channel immediately halts all incoming data events.

Yes. The platform supports roles for Company Administrators and Operators, with granular permissions over conversation assignment, financial deal values, and analytics.

Yes! You can enable operator identification, automatically prefixing the active agent's name on outgoing messages across WhatsApp and other channels.

Every conversation links directly to a deal in the pipeline. In the chat sidebar, you see the deal stage (New, Qualified, Proposal, Won), opportunity value, temperature, and stale lead alerts.

The Work Queue unifies all scheduled tasks and customer follow-ups in a central queue with deadlines, priorities, and assigned team members.